Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$234K Buy
2022
Q2
Sell
2022
Q1
$247K Buy
2020
Q3
Sell
2020
Q2
$229K Hold
2020
Q1
$285K Hold
2019
Q4
$440K Hold
2019
Q3
$410K Hold
2019
Q2
$461K Hold
2019
Q1
$490K Buy
2018
Q4
$218K Hold
2018
Q3
$410K Hold
2018
Q2
$383K Hold
2018
Q1
$334K Hold
2017
Q4
$229K Hold
2017
Q3
$290K Hold
2017
Q2
$331K Buy